Nicholas BurkenCRD Number: 5911817
Current Firm: Sii Investments, Inc.
Nicholas Burken (CRD# 5911817) is an Investment Advisor Representative working at Sii Investments, Inc. in Madison, WI and has over 5 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Sii Investments||Madison, WI||Jun 2014 - Current||2|
|First Business Bank||Madison, WI||May 2014 - Current||2|
|American Family Insurance||Madison, WI||Dec 2012 - Apr 2014||1|
|Ibm||Dubuque, IA||Mar 2012 - Nov 2012||< 1|
|Prudential||Dubuque, IA||Apr 2011 - Mar 2012||< 1|
|Prudential Investment Management Services, LLC||Dubuque, IA||Apr 2011 - Mar 2012||< 1|
|Best Buy||Dubuque, IA||Mar 2011 - Jul 2011||< 1|
|Arizona Diamondbacks||Phoenix, AZ||Aug 2010 - Feb 2011||< 1|
|Best Buy||Good Year, AZ||Jun 2010 - Aug 2010||< 1|
|Best Buy||Dubuque, IA||Sep 2009 - Jun 2010||< 1|
|Eagle Ridge Resort And SPA||Galena, IL||Apr 2009 - Sep 2009||< 1|
|Best Buy||Dubuque, IA||Oct 2005 - Apr 2009||3|
|Trojan Drive Inn||Preston, IA||Apr 2001 - Aug 2005||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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